IFA Administrator

Are you an experienced IFA Administrator seeking your next job supporting a Senior Financial Adviser within a stable, locally-focused financial planning firm? This IFA Administrator opportunity in Westerham offers genuine career development within a growing national business that values exceptional client support and long-term team stability. As an IFA Administrator, you''ll deliver seamless service to a Senior Financial Adviser and their clients, ensuring advice processes run smoothly from consultation through to implementation. Working within an established, close-knit team, you''ll act as a trusted liaison throughout the client journey. Your IFA Administrator responsibilities include: - Coordinating adviser diaries and client meetings - Preparing comprehensive meeting documentation - Processing new business applications and liaising with providers - Producing illustrations, valuations and transfer documentation - Maintaining accurate records across back-office systems - Proactive client communication to progress cases efficiently This IFA Administrator role offers genuine variety across wealth management processes. The Westerham office is known for its excellent local feel and supportive environment where team members thrive long-term, with clear scope to develop technical knowledge alongside an experienced Senior Financial Adviser. IFA Administrator Requirements - Essential: Proven experience as an Administrator within an IFA or financial planning ..... full job details .....